Axe Compute signs five-year dedicated AI infrastructure contract worth over $1.5 billion - NVDA News | RalliesAxe Compute signs five-year dedicated AI infrastructure contract worth over $1.5 billion
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NVDA• Five-year AI infrastructure contract tops $1.5 billion
- Axe Compute signed a five-year dedicated AI infrastructure contract valued at more than $1.5 billion for a U.S.-based NVIDIA Blackwell cluster.
- The deal covers more than 9,200 NVIDIA Blackwell B300 GPUs; deployment is expected to lift 2026 signed contracted value above $3 billion.
- Customer prepayments are expected to exceed $534 million over the next 30 days, supporting GPU and infrastructure capex.
- Deployments are expected to start contributing monthly revenue this quarter, with further activations targeted for Q4 2026.
- The agreement is expected to raise annualized revenue run rate to about $696 million upon deployment, versus $385 million previously reported.
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